Business Info
Nanette Duffey, CDMM, leads the Organized Instincts team of daily money managers. Collectively we bring three decades of financial and accounting expertise, resourcefulness, and professional experiences to our relationship with you. In an ever-changing and complex digital environment, our team members are proactive, able to recognize and anticipate your needs, identify inventive solutions, and implement them with confidence and discretion. We work seamlessly in collaboration with your other advisors "accountants, wealth managers, attorneys, trustees, and insurance professionals" to deliver superlative service.
